Institutional Ownership World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM). We have compiled data on the 649 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
14,596,294
shares
|
$964 Million
0.66% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,790,167
shares
|
$514 Million
0.04% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
6,844,570
shares
|
$452 Million
11.05% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,469,898
shares
|
$427 Million
0.03% of portfolio
|
Q1 2025
Added 38.14%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$387 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,727,352
shares
|
$378 Million
9.99% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
4,004,390
shares
|
$264 Million
0.88% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
3,739,583
shares
|
$247 Million
0.06% of portfolio
|
Q1 2025
Reduced 41.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$240 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,100,672
shares
|
$205 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
2,729,216
shares
|
$180 Million
0.1% of portfolio
|
Q1 2025
Added 55.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,715,752
shares
|
$179 Million
0.07% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,686,888
shares
|
$177 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,200,062
shares
|
$145 Million
0.04% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,671,137
shares
|
$110 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
1,547,097
shares
|
$102 Million
7.64% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
1,539,154
shares
|
$102 Million
5.61% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
1,535,510
shares
|
$101 Million
0.93% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,373,676
shares
|
$90.7 Million
0.01% of portfolio
|
Q1 2025
Added 88.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,302,199
shares
|
$86 Million
0.02% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,301,675
shares
|
$86 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
1,154,934
shares
|
$76.3 Million
21.17% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
1,152,677
shares
|
$76.1 Million
0.16% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,150,063
shares
|
$76 Million
10.54% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
1,148,928
shares
|
$75.9 Million
0.68% of portfolio
|
Q1 2025
Reduced 13.12%
|